Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Ekstrom is an investment advisor representative with Creativeone Wealth, LLC. Kevin has been in the industry since 1996 and has a broad range of experience in financial planning, portfolio management, and insurance. Kevin is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses. Kevin is a partner in Covenant Wealth Advisors, LLC, which offers a variety of financial services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
KS
10/26/2020 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
NY
07/31/2009 - 10/30/2009
SORRENTO PACIFIC FINANCIAL, LLC (VESTAL NY)
NY
03/06/2009 - 07/31/2009
PARTNERVEST SECURITIES, INC. (VESTAL NY)
NY
02/09/1996 - 06/08/2007
AXA ADVISORS, LLC (VESTAL NY)
NY
02/09/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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